User Guide
Opportunities
Review lead opportunities and understand what needs follow-up
What Opportunities Is For
Opportunities is the working list for new lead activity.
Use it to answer:
- Which leads are new?
- Which ones need follow-up?
- Which agent or source created them?
- Which ones turned into bookings or closed work?
This page matters most when you are trying to keep leads from going cold.
What To Look At First
Start with:
- newest opportunities
- stage or status
- source
- assigned agent or workflow
- signs of follow-up or no follow-up
Best Daily Workflow
- Review new opportunities first.
- Check which ones still need action.
- Look for missed follow-up patterns.
- Confirm whether leads became bookings.
- Escalate weak patterns to the right agent or connection workflow.
What Good Opportunity Review Helps You Catch
- leads piling up with no next step
- one source creating weak-quality leads
- bookings dropping even though lead count looks fine
- connection or automation issues hiding behind a sales problem
Good Next-Step Rules
- need better follow-up -> check Agents
- need stronger context -> check Client Overview or Assets
- need better website conversion -> check Website Builder
- need to understand the numbers -> check Reports